Accessing new personalised letter template from account right
I have edited the Myob blank personalised letter template in Word and saved it in the correct Letters folder.
But this new template does not appear in the drop down list from within AR. How do I select this new template when I want to do a mail merge?
Hi SAM_Vet
When saving that Microsoft Word Template what file type did you save it as? For it to be picked up for generating a personalised letter you do need to save that file as a .dot file type, which is a Microsoft Word template file (97-2003 format).
I would also ensure that the file is saved in the folder - 20xx.x being the version of the software you are using.
C:\Users\<user.name>\Documents\MYOB\AccountRight\20xx.x\LettersFor more information on personalising letters do check out Help Article: Personalised letters
